异动解读 | 供给放缓与需求疲软,西屋制动公司盘前大跌6.78%

异动解读
12 Feb

美国铁路机车制造商西屋制动公司(Westinghouse Air Brake,WAB)今日盘前大跌6.78%,市场对其2025年业绩预期低于分析师预期反应强烈。

消息显示,西屋制动公司预计2025年调整后每股收益在8.35美元至8.75美元之间,而分析师此前预期为8.62美元。公司还预计2025年销售额将在107.25亿美元至110.25亿美元之间,低于分析师的预期值110.33亿美元。

这一利润低于预期主要是因为近期货运活动放缓,导致行业对新机车的需求疲软。此外,物价和借贷成本的上涨也削弱了消费者对商品的需求,进一步拖累了货运量。在这种背景下,铁路公司对新设备的投资更加谨慎。

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